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American Express
AXP

Overview Fund Activity

1,863 hedge funds and large institutions have $156B invested in American Express in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 651 increasing their positions, 693 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,863
Holders Change
+27
Holders Change %
+1.47%
% of All Funds
32.72%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
0.91%
New
125
Increased
651
Reduced
693
Closed
75
Calls
$1.43B
Puts
$1.96B
Net Calls
-$528M
Net Calls Change
+$104M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$401M
2
UBS AM
UBS AM
Illinois
+$244M
3
DZ Bank
DZ Bank
Germany
+$192M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$92.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$92.9M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$44.9B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$835M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$484M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$354M
5
Artisan Partners
Artisan Partners
Wisconsin
-$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
1201
Balentine LLC
Georgia
$591K +$19.8K +118 +3%
FWCM
1202
Ferguson Wellman Capital Management
Oregon
$589K – – –
BIM
1203
Barton Investment Management
Pennsylvania
$586K – – –
RI
1204
Ridgewood Investments
New Jersey
$584K – – –
GWM
1205
Gitterman Wealth Management
New Jersey
$582K – – –
CCC
1206
Crescent Capital Consulting
Louisiana
$582K – – –
EH
1207
Equitable Holdings
New York
$581K -$39.8K -238 -6%
PA
1208
PFG Advisors
Arizona
$580K -$3.02K -18 -0.5%
EN1L
1209
Engine No 1 LLC
California
$580K +$233K +1,388 +67%
MMG
1210
Monetary Management Group
Missouri
$578K +$105K +625 +22%
DWM
1211
Defined Wealth Management
Oregon
$577K +$4.69K +28 +0.8%
TF
1212
Tompkins Financial
New York
$577K +$577K +3,443 New
SAM
1213
SignalPoint Asset Management
Missouri
$575K +$16.9K +101 +3%
T
1214
TNF
Montana
$574K +$574K +3,575 New
GBT
1215
Grove Bank & Trust
Florida
$572K – – –
SIC
1216
Salem Investment Counselors
North Carolina
$569K +$16.8K +100 +3%
PIM
1217
Profit Investment Management
Maryland
$565K – – –
BRWM
1218
B. Riley Wealth Management
Tennessee
$565K +$9.38K +56 +2%
HFM
1219
Hartford Financial Management
Connecticut
$563K – – –
CH
1220
Canton Hathaway
Rhode Island
$562K +$54.7K +327 +11%
SFA
1221
Semmax Financial Advisors
North Carolina
$561K -$33.7K -201 -6%
RP
1222
Riverbridge Partners
Minnesota
$561K – – –
FFA
1223
First Foundation Advisors
California
$556K -$19.9K -119 -3%
ACM
1224
Antonetti Capital Management
Florida
$553K +$553K +3,300 New
BCM
1225
BTR Capital Management
California
$552K – – –
47 48
49
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